Homrich & Berg’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $536K | Sell |
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|
2021
Q2 | $579K | Buy |
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|
2021
Q1 | $597K | Sell |
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|
2020
Q4 | $611K | Buy |
|
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|
2020
Q3 | $465K | Sell |
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|
2020
Q2 | $543K | Buy |
|
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $441K | Buy |
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|
2019
Q3 | $344K | Sell |
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|
2019
Q2 | $483K | Buy |
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|
2019
Q1 | $273K | Buy |
|
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $211K | Sell |
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|
2018
Q1 | $327K | Sell |
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|
2017
Q4 | $398K | Sell |
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|
2017
Q3 | $578K | Sell |
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|
2017
Q2 | $595K | Sell |
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|
2017
Q1 | $622K | Hold |
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|
2016
Q4 | $614K | Buy |
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|
2016
Q3 | $585K | Buy |
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|
2016
Q2 | $607K | Buy |
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|
2016
Q1 | $580K | Buy |
|
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|
2015
Q4 | $505K | Sell |
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|
2015
Q3 | $576K | Hold |
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|
2015
Q2 | $548K | Hold |
|
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|
2015
Q1 | $580K | Buy |
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|
2014
Q4 | $606K | Buy |
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|
2014
Q3 | $221K | Buy |
|